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RPAM
Rhenman & Partners Asset Management Portfolio holdings
AUM
$810M
1-Year Est. Return
30.2%
This Fund
S&P 500
1 Year Est. Return
+30.2%
AUM
$810M
AUM Growth
-$260M
(-24%)
Holding
105
Top Buys
| 1 | +$17.2M | |
| 2 | +$16.8M | |
| 3 | +$15.5M | |
| 4 |
Abbott
ABT
|
+$12.6M |
| 5 |
WAY
Waystar Holding Corp
WAY
|
+$9.09M |
Top Sells
| 1 | +$22M | |
| 2 | +$21.3M | |
| 3 | +$19.7M | |
| 4 |
Danaher
DHR
|
+$17.2M |
| 5 |
Align Technology
ALGN
|
+$16M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alnylam Pharmaceuticals
ALNY
$39B
| $11.4M | 1.41% |
34,465
-11,210
|
|
||
27
Royalty Pharma
RPRX
$24.3B
| $11.2M | 1.38% |
233,000
+26,500
|
|
||
28
Axsome Therapeutics
AXSM
$12.1B
| $10.8M | 1.33% |
63,800
-51,000
|
|
||
29
Natera
NTRA
$30.6B
| $10.3M | 1.27% |
51,600
+11,100
|
|
||
30
Tenet Healthcare
THC
$14B
| $10.2M | 1.26% |
54,000
-22,504
|
|
||
31
Adaptive Biotechnologies
ADPT
$2.67B
| $9.99M | 1.23% |
720,000
+115,000
|
|
||
32
LivaNova
LIVN
$4.11B
| $9.85M | 1.22% |
155,000
-35,000
|
|
||
33
Elevance Health
ELV
$90.8B
| $9.46M | 1.17% |
32,300
+17,300
|
|
||
34
Arrowhead Research
ARWR
$10.4B
| $9.06M | 1.12% |
144,500
|
|
||
35
Glaukos
GKOS
$7.16B
| $9.04M | 1.12% |
84,000
-126,000
|
|
||
36
IQVIA
IQV
$30.7B
| $9.04M | 1.12% |
53,000
+26,500
|
|
||
37
Syndax Pharmaceuticals
SNDX
$1.5B
| $8.86M | 1.09% |
379,250
-107,750
|
|
||
38
Mirum Pharmaceuticals
MIRM
$5.71B
| $8.55M | 1.06% |
92,605
-13,650
|
|
||
39
IDEAYA Biosciences
IDYA
$2.77B
| $8.51M | 1.05% |
255,500
+5,500
|
|
||
40
Pennant Group
PNTG
$1.09B
| $8.39M | 1.04% |
275,399
-81,947
|
|
||
41
Nuvalent
NUVL
$6.99B
| $8.32M | 1.03% |
81,200
-82,150
|
|
||
|
WAY
42
Waystar Holding Corp
WAY
$3.64B
| $8.26M | 1.02% |
+342,566
|
|
||
|
AVR
43
Anteris Technologies
AVR
$909M
| $7.98M | 0.99% |
1,438,625
+200,000
|
|
||
44
Medtronic
MDT
$104B
| $7.8M | 0.96% |
90,000
-206,000
|
|
||
45
Oscar Health
OSCR
$8.26B
| $7.57M | 0.93% |
660,000
+400,000
|
|
||
46
Iovance Biotherapeutics
IOVA
$1.79B
| $7.21M | 0.89% |
2,055,327
+460,000
|
|
||
47
Mineralys Therapeutics
MLYS
$1.98B
| $7.13M | 0.88% |
263,071
+120,500
|
|
||
48
Ionis Pharmaceuticals
IONS
$12.2B
| $6.98M | 0.86% |
92,900
-65,600
|
|
||
49
Dianthus Therapeutics
DNTH
$4.44B
| $6.85M | 0.85% |
81,627
-17,000
|
|
||
50
BridgeBio Pharma
BBIO
$13.2B
| $6.73M | 0.83% |
90,600
+9,000
|
|